+54.0%
DOCN vs CPB
-19.1%
+73.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +1.9% |
| 7D | -19.2% | +8.0% | -27.1% | -16.0% |
| 30D | -43.1% | +22.4% | -65.4% | -37.2% |
| 3M | -40.7% | +2.5% | -43.2% | -38.1% |
| 6M | -55.0% | +12.2% | -67.2% | -52.3% |
| YTD | +50.6% | -12.8% | +63.4% | +56.0% |
| 1Y | +54.0% | -19.2% | +73.1% | +59.8% |
| All | +54.0% | -19.1% | +73.1% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling